Seeking Alpha

fastestxc

fastestxc
Send Message
View fastestxc's Comments BY TICKER:
  • Sell AMD: Traditional Markets Will Do Damage [View article]
    I wonder what the market in China will be for this: http://bit.ly/1oOQmPe
    Aug 19 05:20 PM | 7 Likes Like |Link to Comment
  • Sell AMD: Traditional Markets Will Do Damage [View article]
    Interesting that as IDC and Gartner pointed out, AMD lost significant market share in PC business but JBR is reporting that AMD gained 11% market share in Graphics (this includes integrated GPUs). http://bloom.bg/1uQ65A8
    Aug 19 05:05 PM | 4 Likes Like |Link to Comment
  • AMD's Future Is In The Hands Of Samsung, Global Foundries And... Apple [View article]
    To your last point, you are failing to remember that in order to compete in semicustom on the cheap, they have to have many IP blocks that they can use and then make 'some' changes here and there. They can't just design semicustom chips from the ground up for each customer.
    Jul 18 02:45 PM | Likes Like |Link to Comment
  • AMD Could Beat Earnings Estimates [View article]
    Because it has to do with expectations not current earnings
    Apr 10 12:17 PM | Likes Like |Link to Comment
  • Why AMD's Breakout Above $4 Is Significant [View article]
    Let me start off my saying, I am long AMD but your comment, ["Even Intel appears to be stumbling. The shift from buying based on performance seems to be a legacy of the dwindling DIY PC market space. What regular consumers are actually interested in is the product experience and value for the money spent."] is wrong.

    If you look at what segment of the PC market is dwindling, it is not the high-end, its the low-end because of the advent of mobile based computing. INTCs high-end Haswell and soon-to-be Broadwell will continue to sell at great quantities. Why? Because at the high-end, people don't care about performance per watt, they care about performance first and foremost and cost at a distant second. And we can all agree that AMD cannot touch INTC on performance. No if's, and's, or but's.
    Apr 1 04:19 PM | 1 Like Like |Link to Comment
  • AMD: Sell On The Hype [View article]
    "The fledgling ARM server ecosystem is in dire need of a leader".

    Especially since Calxeda bit the dust!
    Feb 7 04:25 PM | 4 Likes Like |Link to Comment
  • AMD: Sell On The Hype [View article]
    If you take the notion that you buy a stock because you believe in their future and its possible growth, then a good article would be one that debunks the companies projects and goals. However, your article fails to even identify these areas. A good 'negative' point of view article would list what AMD bulls are betting on and then identify why it won't work out. Possible topics include, AMD 64 bit ARM based server chips, SeaMicro, Mantle, Kaveri, their ability to derive 50% of revenue from non traditional CS by 2015, etc.
    Feb 7 02:42 PM | 30 Likes Like |Link to Comment
  • Q4 2013 Advanced Micro Devices Earnings Conference call (Webcast) [View article]
    Got to agree with Andreas. Whether they exceeded on revenue or not, this was $AMDs quarter to quiet the bears and show that they were really turning around and they clearly didn't do that. The Kaveri slips really hurt $AMD. Unfortunately for them, I don't expect it to make as much of a splash as it could have had if it been released on time (due to historical timing of computer purchases).
    Jan 21 07:09 PM | Likes Like |Link to Comment
  • AMD - Competition And Margin Pressure Are Oppenheimer's Concerns [View article]
    @ta152h,

    You indicated, "Bay Trail is too slow, regardless of price, and Intel isn't exactly giving them away."

    INTC is in fact subsidizing their Bay Trails as described by INTC CFO Stacy Smith when he discussed contra-revenue
    Dec 18 03:00 PM | Likes Like |Link to Comment
  • AMD - Competition And Margin Pressure Are Oppenheimer's Concerns [View article]
    Thanks for the article. I do think that while INTC may be encroaching on AMD turf with low cost PC market (a shrinking market), look for AMD to return the favor to INTC in the server market (a expanding market).
    Dec 18 10:55 AM | 3 Likes Like |Link to Comment
  • AMD Catches A Break [View article]
    Why is everyone in 'attack AE mode'... Jeez, get a life
    Dec 6 12:59 PM | 4 Likes Like |Link to Comment
  • AMD Catches A Break [View article]
    Who cares how many shares Ashraf has and at what price he purchased them. The fact is he has proven to be a very informed individual in the Tech area.
    Dec 6 12:55 PM | 1 Like Like |Link to Comment
  • AMD Will Not Have An 'Inventory Build' Problem [View article]
    Thank you George for confirming this.
    Nov 27 11:49 AM | 13 Likes Like |Link to Comment
More on AMD by fastestxc
COMMENTS STATS
35 Comments
101 Likes